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Schwab US TIPS ETF

693 hedge funds and large institutions have $9.54B invested in Schwab US TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 306 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-20
Holders Change %
-2.81%
% of All Funds
11.98%
Holding in Top 10
67
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.99%
% of All Funds
1.16%
New
70
Increased
230
Reduced
306
Closed
83
Calls
$3.54M
Puts
$2.54M
Net Calls
+$1M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
351
Laraway Financial Advisors
Minnesota
$911K -$8.8K -340 -1%
PHIC
352
Pine Haven Investment Counsel
Massachusetts
$905K +$33K +1,274 +4%
MWM
353
Mattern Wealth Management
Kansas
$875K
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$872K -$21.5K -828 -2%
IPW
355
Intergy Private Wealth
Colorado
$859K +$71.4K +2,760 +9%
AAS
356
Ameritas Advisory Services
Nebraska
$854K -$28K -1,082 -3%
NA
357
NewEdge Advisors
Louisiana
$836K -$377K -14,542 -31%
AIM
358
AHL Investment Management
Florida
$836K
AF
359
Allworth Financial
California
$826K -$125K -4,816 -13%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$810K -$426K -16,462 -34%
William Blair & Company
361
William Blair & Company
Illinois
$805K -$154K -5,944 -16%
EWM
362
Elmwood Wealth Management
California
$804K -$69.4K -2,678 -8%
ACA
363
Atlas Capital Advisors
Wyoming
$791K -$343K -13,226 -30%
NL
364
NWAM LLC
Washington
$783K -$61.9K -2,388 -7%
DADC
365
D.A. Davidson & Co
Montana
$766K -$1.14M -43,972 -60%
MAM
366
McLean Asset Management
Virginia
$759K +$759K +29,240 New
AFA
367
Arlington Financial Advisors
California
$756K +$7.46K +288 +1%
JAG
368
Journey Advisory Group
Kentucky
$746K +$746K +28,818 New
CPW
369
Catalyst Private Wealth
California
$745K +$135K +5,200 +22%
PRS
370
Pinkerton Retirement Specialists
Idaho
$744K -$145K -5,602 -16%
PFO
371
Pathstone Family Office
New Jersey
$741K +$381K +14,720 +106%
FIM
372
Fruth Investment Management
Texas
$740K
VFA
373
Values First Advisors
Tennessee
$713K +$19.7K +762 +3%
PWMG
374
Pinnacle Wealth Management Group
Michigan
$710K -$310K -11,984 -30%
WHCI
375
W.H. Cornerstone Investments
Massachusetts
$708K +$708K +27,288 New